In the Spotlight: Viewpoint Vista

What Is Viewpoint Vista?

Vista is a comprehensive construction ERP developed by Viewpoint, now part of Trimble's construction technology portfolio. It's designed for mid-to-large construction companies that need deep customization, robust financial controls, and mature project management capabilities.

Vista's core strengths include:

• Accounting and financial management — customizable workflows, strong data extraction, and deep integration with third-party financial tools
• Project management — mature tools built for complex, multi-stakeholder projects with extensive documentation requirements
• Reporting and analytics — powerful reporting with extensive customization options and support for external analysis tools
• Cloud access — available through the Viewpoint One platform with both browser-based and Windows client access

Who Is Vista Built For?

Vista tends to be the strongest fit for:

• Large general contractors managing multiple complex projects simultaneously
• Companies with dedicated IT resources who can take advantage of Vista's deep customization
• Organizations that need sophisticated financial reporting and data extraction
• Contractors already embedded in the Trimble ecosystem

Vista and Followup CRM: Better Together

Vista manages everything that happens after a project is awarded. What it doesn't manage is the business development activity that gets you to that point — bid tracking, follow-ups, pipeline visibility, and sales team accountability.

That's where Followup CRM fills the gap. As a certified Trimble Marketplace partner, Followup CRM integrates directly with Vista so your sales data and accounting data stay in sync automatically:

• Project and contact information flows from Followup CRM into Vista, eliminating double entry
• Financial data from Vista pulls into Followup CRM to keep your pipeline accurate and current
• Leadership gets full visibility into business development activity alongside the operational data Vista already provides

The integration means your sales team and operations team are always working from the same picture — no data silos, no manual reconciliation.

Learn More

Followup CRM is a certified Trimble Marketplace partner. View our Vista listing to see how the integration works, or book a demo to see it in action with your team.